See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,136 | $159,901+20.2% | $146,958+30.7% | $145,922+31.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 16.32% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,506 | $5,286-14.8% | $4,933-8.7% | $4,660-3.3% |
| Participant deferral / active EE | $12,539 | $8,428+48.8% | $8,070+55.4% | $6,688+87.5% |
| Admin fee / account holder | $10,223 | $15,044-32.0% | $12,998-21.4% | $13,397-23.7% |